See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,936 | $71,050-52.2% | $93,606-63.7% | $80,856-58.0% |
| Participation rate | 78.1% | 60.4%+17.7pp | 68.7%+9.4pp | 67.6%+10.4pp |
| Annual return | 11.97% | 11.26%+0.7pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $880 | $1,564-43.7% | $2,420-63.6% | $2,755-68.1% |
| Participant deferral / active EE | $1,211 | $4,034-70.0% | $4,411-72.5% | $4,296-71.8% |
| Admin fee / account holder | $1,145 | $6,945-83.5% | $8,285-86.2% | $6,918-83.5% |